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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

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To: Tony Viola who wrote (128308)	2/26/2001 12:12:51 AM
From: Dan3	Read Replies (1) of 186894

Re: servers and AMD making any headway, I suppose you have to try Don't forget that Intel still has to finish reworking everything for DDR. AMD got a 1 year pass while Intel chased Rambus shaped snipe. Between wasting 2 years on Merced/Itanium/McKinly and 2 years chasing Rambus, Intel gave AMD an incredible amount of time to use their once limited resources to develop competing chips. At this point it's still a question which company's 64 bit CPU will be first to market in volume and which will be first with DDR generation servers. Intel will probably get there first, buy by a month and a half instead of a year and a half. Given the relative positions of the two companies 2 years ago, that's a huge victory for AMD. For the next lap, AMD starts out 6 weeks behind instead of 18 months behind. Dan

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